BWM - Issue # 84 - October 26, 2025
Canada, Gaming, Big Tech, Cars, Europe, Sin Stocks, Fighting, Shorting, Footwear, Asia, Mergers, AI, Metals, Healthcare, Salads, Fast Food and other things to munch on...
Welcome to the eighty fourth edition of BWM (Bi-Weekly Munchies) …
BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!
Let the munching begin!
Company Write Ups/Short Reports/Earnings/briefs/etc.
Intuitive Surgical -- ISRG 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- Write Up
Pitney Bowes -- PBI 0.00%↑ -- $$$ -- Write Up
Grindr -- GRND 0.00%↑ -- Short Report
Shopify -- SHOP 0.00%↑ -- Write Up
FTAI Aviation -- FTAI 0.00%↑ -- Write Up
Oracle -- ORCL 0.00%↑ -- Write Up
Ferguson Enterprises -- FERG 0.00%↑ -- $$$ -- Write Up
Palo Alto Networks -- PANW 0.00%↑ -- Write Up
Richtech Robotics -- RR 0.00%↑ -- Short Report
FutureFuel -- FF 0.00%↑ -- Write Up
Daqo New Energy -- DQ 0.00%↑ -- Write Up
CorMedix -- CRMD 0.00%↑ -- $$$ -- Write Up (In French)
Portillos -- PTLO 0.00%↑ -- Write Up Part 1
Portillos -- PTLO 0.00%↑ -- Write Up Part 2
Intuit -- INTU 0.00%↑ -- Write Up
Pagaya Technologies -- PGY 0.00%↑ -- Write Up
FactSet -- FDS 0.00%↑ -- Write Up
Rubrik -- RBRK 0.00%↑ -- Write Up
Pfizer -- PFE 0.00%↑ -- Write Up
Jack Henry & Associates -- JKHY 0.00%↑ -- $$$ -- Write Up
Franklin Street Properties Corp -- FSP 0.00%↑ -- Write Up
Kaspi.kz -- KSPI 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
Charter Communications -- CHTR 0.00%↑ -- Write Up Part 1
Charter Communications -- CHTR 0.00%↑ -- Write Up Part 2
Intuitive Surgical -- ISRG 0.00%↑ -- Write Up
FMC Corp -- FMC 0.00%↑ -- Write Up
Ramaco Resources -- METC 0.00%↑ -- Short Report
FedEx -- FDX 0.00%↑ -- $$$ -- Write Up
Clorox -- CLX 0.00%↑ -- $$$ -- Write Up
Alkami Technology -- ALKT 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Eli Lilly -- LLY 0.00%↑ -- $$$ -- Write Up
RXO -- RXO 0.00%↑ -- Short Report
ASML -- ASML 0.00%↑ -- Write Up
Loop Industries -- LOOP 0.00%↑ -- Write Up
America’s CAR-MART -- CRMT 0.00%↑ -- Write Up
Credit Acceptance -- CACC 0.00%↑ -- Write Up
WaterBridge -- WBI 0.00%↑ -- Write Up
Palomar Holdings -- PLMR 0.00%↑ -- Write Up
DoorDash -- DASH 0.00%↑ -- Write Up
Taiwan Semiconductor Manufacturing Co -- TSM 0.00%↑ -- Earnings
PowerFleet -- AIOT 0.00%↑ -- brief
Diamond Hill Investment Group -- DHIL 0.00%↑ -- brief
Oracle -- ORCL 0.00%↑ -- brief
Warner Bros. Discovery -- WBD 0.00%↑ -- $$$ -- brief
Microsoft -- MSFT 0.00%↑ -- Others
Netflix -- NFLX 0.00%↑ -- Earnings
CrowdStrike -- CRWD 0.00%↑ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- brief
ASML -- ASML 0.00%↑ -- Earnings
Zeta Global -- ZETA 0.00%↑ -- $$$ -- brief
American Outdoor Brands -- AOUT 0.00%↑ -- Earnings
Intuitive Surgical -- ISRG 0.00%↑ -- Earnings
Comcast -- CMCSA 0.00%↑ -- brief
POOL -- POOL 0.00%↑ -- $$$ -- Earnings
Novo Nordisk -- NVO 0.00%↑ -- brief
NextNav -- NN 0.00%↑ -- Others
SoFi Technologies -- SOFI 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Earnings
Ferrari NV -- RACE 0.00%↑ -- $$$ -- brief
Nektar Therapeutics -- NKTR 0.00%↑ -- brief
Palantir -- PLTR 0.00%↑ -- brief
Harrow -- HROW 0.00%↑ -- brief (In French)
Coursera -- COUR 0.00%↑ -- $$$ -- brief
MercadoLibre -- MELI 0.00%↑ -- Others
Innovative Solutions and Support -- ISSC 0.00%↑ -- brief
The Trade Desk -- TTD 0.00%↑ -- $$$ -- brief
Kinsale -- KNSL 0.00%↑ -- $$$ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- brief
OMS Energy -- OMSE 0.00%↑ -- brief
Costco Wholesale -- COST 0.00%↑ -- brief
Abacus Global Management -- ABL 0.00%↑ -- Others
Canterbury Park -- CPHC 0.00%↑ -- brief
Philip Morris International -- PM 0.00%↑ -- $$$ -- brief
Molina Healthcare -- MOH 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Public Policy Holding -- $LON:PPHC -- Write Up
Solstice Advanced Materials -- $SOLSV -- Write Up
Total Energy Services -- $TOTZF -- Write Up
Equatorial Resources -- $ASX:EQX -- Write Up
McBride -- $LON:MCB -- Write Up
Better Collective A/S -- $BTRCF -- Short Report
Evolution AB -- $EVVTY -- Write Up
Silvercorp Metals -- $TSE:SVM -- Write Up
GetBusy PLC -- $LON:GETB -- Write Up
Happy Belly Food Group -- $HBFGF -- $$$ -- Write Up
Medical Facilities -- $MFCSF -- Write Up
Shin Maint Holdings -- $TYO:6086 -- Write Up
Porsche -- $DRPRY -- Write Up
Creightons -- $LON:CRL -- Write Up
Constellation Software -- $CNSWF -- Write Up
Pluxee -- EPA:PLX -- Write Up
Asseco Poland -- $WSE:ACP -- Write Up
Pandora -- $PNDRY -- Write Up
Nameson Holdings -- $HKG:1982 -- $$$ -- Write Up
Gulf Marine Services PLC -- $LON:GMS -- brief
Basic-Fit NV -- $AMS:BFIT -- Earnings
Carasent AB -- $STO:CARA -- Earnings
Yu Group -- $LON:YU -- $$$ -- brief
Zion Oil & Gas -- $ZNOG -- brief
3i Group -- $TGOPY -- brief
Computer Modelling Group -- $CMDXF -- brief
Topicus.Com -- $TOITF -- brief
Svenska Handelsbanken -- $SVNLY -- brief
Arqiva -- $LON:DGI9 -- Earnings
Evolution -- $EVVTY -- $$$ -- Earnings
Rain Industries -- $NSE:RAIN -- brief
Thunderbird Entertainment -- $TBRD -- Earnings
GreenX Metals -- $ASX:GRX -- brief
Wynnstay Group -- $LON:WYN -- brief
Vitec Software -- $VITBF -- Earnings
Company “Research” via Audio & Video Formats
Tesla -- TSLA 0.00%↑ -- Podcast
Energous -- WATT 0.00%↑ -- Podcast
TKO Group Holdings -- TKO 0.00%↑ -- Podcast
Ferrari NV -- RACE 0.00%↑ -- Podcast
Yelp -- YELP 0.00%↑ -- Podcast
San Juan Basin Royalty Trust -- SJT 0.00%↑ -- Podcast
Sea -- SEA 0.00%↑ -- Podcast
Amphenol -- APH 0.00%↑ -- Podcast
Burford Capital -- BUR 0.00%↑ -- Podcast
Figma -- FIG 0.00%↑ -- Podcast
Electronic Arts -- EA 0.00%↑ -- Podcast
GT Biopharma -- GTBP 0.00%↑ -- Podcast
CompoSecure -- CMPO 0.00%↑ -- Podcast
APi Group -- APG 0.00%↑ -- Podcast
AST SpaceMobile -- ASTS 0.00%↑ -- Podcast
Fair Isaac Corporation -- FICO 0.00%↑ -- Podcast
Dell Technologies -- DELL 0.00%↑ -- Podcast
Nexgel -- NXGL 0.00%↑ -- Podcast
HelloFresh -- $HELFY -- Podcast
Rua Gold -- $TSXV:RUA -- Podcast
CHAPTERS Group AG -- $ETR:CHG -- Podcast
Evolution -- $EVVTY -- Podcast
Fairfax India Holdings -- $FFXDF -- Podcast
PesoRama -- $CVE:PESO -- Podcast
Remitly Global -- RELY 0.00%↑ -- YouTube
Diageo -- DEO 0.00%↑ -- YouTube
Lululemon Athletica -- LULU 0.00%↑ -- YouTube
Immuron -- IMRN 0.00%↑ -- YouTube
Alphabet -- GOOG 0.00%↑ -- YouTube
Netflix -- NFLX 0.00%↑ -- YouTube
Stellantis -- STLA 0.00%↑ -- YouTube
BlackRock -- BLK 0.00%↑ -- YouTube
Hims & Hers Health -- HIMS 0.00%↑ -- YouTube
Alibaba Group -- BABA 0.00%↑ -- YouTube
Deckers Outdoor Corp -- DECK 0.00%↑ -- YouTube
MGM Resorts International -- MGM 0.00%↑ -- YouTube
Advanced Micro Devices -- AMD 0.00%↑ -- YouTube
Sweetgreen -- SG 0.00%↑ -- YouTube
Crocs -- CROX 0.00%↑ -- YouTube
Black Stone Minerals -- BSM 0.00%↑ -- YouTube
JPMorgan Chase -- JPM 0.00%↑ -- YouTube
Block -- XYZ 0.00%↑ -- YouTube
Alibaba -- BABA 0.00%↑ -- YouTube
Vista Gold -- VGZ 0.00%↑ -- YouTube
Basic-Fit NV -- $AMS:BFIT -- YouTube
Kadokawa -- $KDKWF -- YouTube
Evolution -- $EVVTY -- YouTube
Baillie Gifford China Growth Trust -- $LON:BGCG -- Substack Audio
Interesting Links
The Elon Musk (Failing) Way by
The AI Supercycle: Top 15 AI Companies by
5 Quality Stocks You Can Still Buy at Reasonable Prices by
Media Stock Insights from Nielsen’s Sep-25 TV Snapshot by
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
nice, thanks!
Thank you for the mention!